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Silvia McColl Wealth Management’s Equity Bancshares EQBK Stock Holding History

Silvia McColl Wealth Management’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,332
Closed -$486K – 113
2023
Q4 		$486K Hold
14,332
– – 0.44% 56
2023
Q3 		$345K Hold
14,332
– – 0.35% 67
2023
Q2 		$326K Hold
14,332
– – 0.3% 74
2023
Q1 		$349K Hold
14,332
– – 0.35% 70
2022
Q4 		$468K Buy
+14,332
New +$495K 0.46% 58

Other funds holding EQBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Silvia McColl Wealth Management's EQBK Position: Q1 2024 in Review

Silvia McColl Wealth Management sold out of Equity Bancshares (EQBK) in Q1 2024, closing a stake of 14,332 shares — an estimated $486K sold.

Silvia McColl Wealth Management first reported a position in EQBK in Q4 2022 and held it in 5 quarters. The position peaked at $486K in Q4 2023. 102 funds tracked by Wall St. Rank hold EQBK as of Q1 2024.

  • Silvia McColl Wealth Management reported no remaining Equity Bancshares position as of Q1 2024 after selling out during the quarter.
  • Silvia McColl Wealth Management sold 14,332 Equity Bancshares shares in Q1 2024, an estimated $486K.
  • Silvia McColl Wealth Management first reported a position in Equity Bancshares in Q4 2022 and held it in 5 quarters.
  • Silvia McColl Wealth Management's Equity Bancshares position peaked at $486K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2024.

Based on Silvia McColl Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.